Helpwise integration with CompanyHub allows you to track contact and deals in your Helpwise shared inbox. Follow the steps below to connect your CompanyHub account with Helpwise: Login into your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on “Connect CompanyHub” button. Enter the subdomain and API Key. You can […]
Monthly Archives: October 2020
Helpwise Files Management
Helpwise files management allows you to manage your all files between all mailboxes. You can see your all email attachments in the file management page. You can search your files, filter files, mark important, bulk download from this files managements page. For the file management page, you need to click the Manage button on the […]
How to connect klaviyo with Helpwise?
Helpwise integration with klaviyo allows you to retrieve subscriber in your shared inbox. Follow the steps below to connect Klaviyo with helpwise: Login into your Helpwise account. Click on “Automation” on the top and select “Integrations”. Now, click on “Connect Klaviyo” button. Enter the Email and API key. You can get your API key by […]
How to share drafts among your team?
Sharing drafts with your team members allow you to collaborate with them while writing the replies to your customers as well. The real-time shared draft feature by Helpwise ensures each team member can read the message as the other team member types it. Here are the steps to share a draft with your team: Click […]
Guide to Helpwise rules
The Rules feature in Helpwise allows you to run automations. You can set rules to automate your tasks by building your own filters to save time. Click on “Automation” in the navbar and then click on the “Rules” option. If this is the first time you are making a rule, you will see the “Create your first […]